Build Your Future
In this brief video we discuss how we run a successful life insurance agency and help agents across the country have massive success, get control of their time and earn what they are worth.
2020 Agent Lead Bonus Earned = $85,252
ABOUT
The Schwartz Agency is a premier partner of Equis Financial. Founded by Jon Schwartz, the Schwartz Agency was designed from the ground up to be the company agents can call home, the company where agents and agency managers can build a profitable career. The Schwartz Agency brings the industry's best carriers, products, support and leads to our agents so they can provide the protection the families we serve so desperately need. If you are interested in working with us, please watch the video above.
HOW DO I BECOME A CEO?
MISSION STATEMENT
To attract and retain the highest quality agents and to enable our agents
to achieve their goals by providing superior systems, training and support.
MANAGEMENT TEAM
Jon Schwartz
Executive Manager
Randy Montrose
Regional Manager
Stephanie Harlan
Regional Manager
Marc Rubin
District Manager
15+ CARRIER PARTNERSHIPS AND DOZENS OF PRODUCTS
SERVICES
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RESPECT
TREATING OTHERS THE WAY YOU WANT TO BE TREATED
THE AGENT PLATFORM :
Delivering Quality Prospects
The success of our agents is, and always will be, our chief concern. The one thing that stands in the way of most salespeople’s’ success is finding people who want and need their product. At Equis Financial we have eliminated that problem with our exclusive lead program.
Carrier Partnerships
Everyone wants to ensure that their family is protected and provided for, no matter what happens. At Equis Financial, we have partnered with the top life insurance companies to provide our agents with a comprehensive portfolio of Mortgage Protection, Final Expense, Living Benefits, and Indexed Universal Life insurance products. With these products, our agents are able to offer competitive rates at any level of coverage, and are able to build and maintain a diverse book of business.
Infrastructure
At Equis we believe in providing our agents with the best service possible. Our home office support staff tirelessly assists agents with any and all aspects of their career; from new business to leads to training, we are here to help. Chat in with our staff at anytime with the simple click of a button on our dedicated CRM platform!
Agent-Focused Technology
Equis Financial is dedicated to be the driving force of progressive technology in our industry today. Every update and feature is carefully crafted by our web developers to provide the agent with everything they need to succeed, and even some things they didn’t know they needed! Have a question, comment, concern, or idea for new Equis tech? Any agent can provide their thoughts through a dedicated Feedback tab on their Agent Dashboard. It is of the utmost importance to Equis that every agent has their voice heard in an effort to build a better company, culture, and agent experience.
State-of-the-Art Training
The success of our agents is measured by the strength of our training platform. With that in mind, The Agent’s Company has built, and continues to refine, what we sincerely believe to be the greatest educational platform in the insurance industry. All agents have immediate access to our groundbreaking Training Center platform, tailored exclusively by certified trainers and experienced field agents. This extensive training database includes online training videos, recorded conference calls, educational webinars, podcasts, online training courses, training documents, and more!